Succession & Acquisition Consultant

Osaic; La Vista (NE); Hybride; USD 80 000 - 95 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

401k

Paid vacation

Sick time

Volunteer days

Résumé du poste

Osaic is seeking a Succession & Acquisition Consultant to support our broker-dealer network with succession, merger, and continuity initiatives. You will work with financial professionals needing internal succession assistance and with advisors seeking to buy or sell businesses within or outside the Osaic ecosystem.

The role emphasizes financial modeling, data tracking, and cross-functional teamwork across Legal, Compliance, Licensing, and Transactions to advance the succession continuum and

Qualifications

• 5+ years of industry experience in financial services or broker-dealer context.
• Experience with financial modeling and valuation methodologies.
• Strong communication and problem-solving abilities.

Responsabilités

• Act as a consultant for succession and acquisition within the Osaic network.
• Support development of an internal acquisition lending program.
• Develop, manage, enhance and promote the Succession & Acquisition efforts.
• Track data and prepare reports for SVP and Sr. Management.
• Assist with interactive matching website for buyers and sellers.
• Collaborate with Business Development, Transitions, Legal, Compliance, Licensing & Registration, Commission.
• Assist in the workflow to maintain advisor succession progression.
• Provide financial and cash flow modeling support, Excel tracking, SharePoint and PowerPoint.
• Coach advisors through benchmarking to evaluate profitability, transferability and risk.
• Develop regional meetings for succession planning.
• Support marketing campaigns for leading producers on succession awareness.
• All other duties as assigned.

Connaissances

Analytical skills

Problem solving

Cross-functional communication

Formation

Bachelor's degree preferred

Outils

Microsoft Office

Salesforce CRM

Description du poste

Business Development Opportunity in Financial Services

Succession and Acquisition Consultant

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

Role Type: Full time

Salary: $80,000 - $95,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

The Succession & Acquisition Consultant will assist the Osaic platform service and its broker dealer community with succession, merger, acquisition, valuation, continuity and business development efforts. This position will specifically work with existing financial professionals who need internal succession and continuity assistance, as well as advisors who want to sell their businesses internally and/or acquire businesses inside or outside of the Osaic network.

Responsibilities:

• Act as a consultant for succession and acquisition within the Osaic network
• Support the development of an internal acquisition lending program
• Help develop, manage, enhance and promote the Osaic Succession & Acquisition efforts
• Track data on succession and acquisition and create/prepare reports for SVP and Sr. Management
• Assist with the creation and maintenance of Osaic's interactive matching website that allows financial advisors to search for buyers, sellers, continuity partners, merger candidates and others
• Work with the Succession & Acquisition Team and critical partners/clients - work with Business Development, Transitions, Legal, Compliance, Licensing & Registration, Commission, etc.
• Assist in the succession and acquisition workflow to keep advisors tracked and moving along a proper succession continuum
• Provide assistance with financial and cash flow modeling, Excel spreadsheet tracking, SharePoint and power point presentations
• Coach advisors through a practice benchmarking process evaluating the profitability, transferability and risk of their business
• Develop value add and regional meetings for succession planning, providing resources and networking opportunities for advisors with similar succession, acquisition and continuity needs
• Help develop and continue a focused and in-depth marketing campaign for our leading producers to educate and raise awareness of the need for succession and continuity planning
• All other duties as assigned

Education Requirements:

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:

• 5+ years of industry experience, preferably with a major broker dealer
• Business coaching, practice management, succession planning, mergers and acquisitions, financial practice benchmarking and valuation, process-driven
• Fluent in major software packages including Microsoft Office (Access, Excel, Word, Power Point, Outlook and CRM (Salesforce))
• Acute analytical skills. Experienced in financial modeling and valuation methodologies will be beneficial
• Adept at problem solving and handling multiple and varied tasks
• Detail oriented with a unique understanding and ability to communicate ideas and objectives between varying departments

Preferred Requirements:

• Commercial lending experience
• CPA, CFP, CFA credentials
• FINRA Series 7 and 24 preferred
• Business valuation credentials (i.e. CVA, AVA, ABV, ASA or CBA)